Unclaimed
Monica Shterenberg is a financial professional with experience in the securities industry. Monica is currently registered with J.P. Morgan Institutional Investments Inc. and has been active in the industry since August 2015. Monica holds the Series 63, Series 7, and SIE licenses. Monica has been registered with FINRA for over 8 years. Monica is currently located in New York, NY and is active in the Broker-Dealer space.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
NY
08/10/2015 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
BC
Issued 10/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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